REE [BUY +35.9%] - VSH consolidation, wind power to boost EBITDA - Update
  • 17 May 2021
  • Company Research
We raise our target price by 10% and reiterate our BUY rating for REE mainly thanks to a 1% upward revision of our aggregate 2021F-2025F NPAT-MI, 0.4-ppt reduction in our WACC assumption and effect of rolling over our target price from end-2021 to mid-202